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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Massachusetts / New England HQ: Boston, MA

S & Co., Inc.

$2.5B Total AUM · Institutional LP profile covering 14 historical fund disclosure records ($159.8M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Infrastructure, Private Credit, Real Estate, Growth Equity (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
14
5 Open Source Trails Below
Sum of Disclosed Rows
$159.8M
Total AUM: $2.5B
Median Disclosed Amount
$12.7M
Range: $5.0M – $15.4M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/14)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — S & Co., Inc.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 14 total tracked records (+9 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
GIP Emerging Markets Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$14.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Sixth Street Partners Opportunities Partners VIAdviser 7.B Vehicle Private Credit 2025
$13.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Crescent Credit Solutions Fund VIIIAdviser 7.B Vehicle Private Credit 2025
$13.4M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TRF IV Continuation Fund LPAdviser 7.B Vehicle Private Equity 2024
$12.7M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
WCM Focused International Growth Fund LPAdviser 7.B Vehicle Multi-Strategy 2024
$11.4M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — S & Co., Inc.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

S & Co., Inc. (Family Office / MFO, $2.5B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 14.7% Actual; $56.5M Unallocated Target Bandwidth). SEC Form ADV (801-33273, CRD #110026) verified $2.46B discretionary AUM (Item 5.G.(12) External Private Manager Selection + Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($2M-$10M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-04

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — S & Co., Inc.

407 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as S & Co., Inc. (14 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

New York State Teachers (NYSTRS)

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Crescent Credit Solutions VIII (2024 Vintage)
S & Co., Inc.: $13.4M · SEC Form ADV 7.B
New York State Teachers (NYSTRS): $75.0M · CAFR / Board Packet (NYSTRS Board Meeting Minutes, May 2024)

Additional shared vehicles: General Atlantic 2022 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 2 Shared Vehicles

NYCERS

Public Pension Plan New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green Equity Investors X (2023 Vintage)
S & Co., Inc.: $7.8M · SEC Form ADV 7.B
NYCERS: $75.0M · CAFR / Board Packet (NYCERS Board Meeting Minutes, May 2023)

Additional shared vehicles: General Atlantic 2022 (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 2 Shared Vehicles

Mdt Advisers, A Division Of Federated Mdta

OCIO / Wealth RIA Massachusetts / New England
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Blackstone Green III (2023 Vintage)
S & Co., Inc.: $12.2M · SEC Form ADV 7.B
Mdt Advisers, A Division Of Federated Mdta: $43.5M · SEC Form ADV 7.B

Additional shared vehicles: Blackstone Green Equity Investors X (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+404 Additional Institutional LPs Report Shared Vehicles with S & Co., Inc.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for S & Co., Inc.

You are viewing 5 open public preview records (out of 14 total tracked records for S & Co., Inc.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 14 tracked historical disclosure records (+9 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (407 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by S & Co., Inc.

Buyout LPs →Infrastructure LPs →Private Credit LPs →Real Estate LPs →Growth Equity LPs →

Frequently Asked Questions: S & Co., Inc.

What type of institutional allocator is S & Co., Inc. and what is their typical disclosed ticket size?

S & Co., Inc. is categorized under Family Office / MFO (Regional Roadshow Hub: Massachusetts / New England; Headquarters: Boston, MA). Across 14 historical disclosure records tracked on Prilago ($159.8M total parsed USD across disclosed rows), the median disclosed amount is $12.7M (range: $5.0M to $15.4M).

Which private-market strategies appear in S & Co., Inc.'s public disclosures?

S & Co., Inc. has disclosed records across Buyout, Infrastructure, Private Credit, Real Estate, Growth Equity. Open preview records include GIP Emerging Markets Fund III (2025 Vintage), Sixth Street Partners Opportunities Partners VI (2025 Vintage), Crescent Credit Solutions Fund VIII (2025 Vintage), TRF IV Continuation Fund LP (2024 Vintage).

How are S & Co., Inc.'s historical records substantiated and separated from active searches on Prilago?

Records for S & Co., Inc. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to S & Co., Inc.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/s-and-co-inc or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside S & Co., Inc.?

In Prilago's bilateral commitment graph, S & Co., Inc. shares resolved underlying fund vehicles with 407 institutional LPs across 14 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include New York State Teachers (NYSTRS) (2 shared vehicles, e.g. Crescent Credit Solutions VIII (2024 Vintage)), NYCERS (2 shared vehicles, e.g. Blackstone Green Equity Investors X (2023 Vintage)), Mdt Advisers, A Division Of Federated Mdta (2 shared vehicles, e.g. Blackstone Green III (2023 Vintage)).

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